William
Malagodi

Shp Wealth Management, LLC

CRD#5588753
Investment Advisor
in Plymouth, MA

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About this Advisor

William Malagodi is a financial advisor working in Plymouth, Massachusetts with a total of 4 years of relevant experience. Malagodi is an advisor for Shp Wealth Management, LLC. Malagodi has gained experience at Morgan Stanley Wealth Management, Merrill Lynch, Pierce, Fenner & Smith Inc, Shp Wealth Management, LLC, Grand Circle Corpation and Bank Of America, N.A. Malagodi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Shp Wealth Management, LLC is an advisory firm based in Plymouth, MA. The firm has offices in five locations and a total of 42 employees. It handles $906 million in assets under management across its 5,079 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 5,079 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on which services are offered. However, fee types charged by Shp Wealth Management, LLC may include any combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

225 Water St Suite C210
Plymouth, MA 02360

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Shp Wealth Management, LLC Brokerage Details

Total Assets Under Management

$905,687,204

MA Average: $16,012,751,954
Total Number of Employees

42

MA Average: 118
Total Number of Accounts

5,079

MA Average: 4,567
Average Account Size

$178,320

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Malagodi Work History

William has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Shp Wealth Management, LLC

2017 - 2019 (2 years)

Grand Circle Corpation

2016 - 2016 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Bank Of America, N.A

2014 - 2016 (2 years)

Morgan Stanley Wealth Management

2009 - 2014 (5 years)

Morgan Stanley Wealth Management

2008 - 2017 (9 years)

Morgan Stanley Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Malagodi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shp Wealth Management, LLC

Jack Tomczyk
Plymouth, MA
James Sferrazza
Plymouth, MA
David Layte
Plymouth, MA
Christopher Willis
Plymouth, MA
Kyle Britton
Plymouth, MA
Mark Kenney
Plymouth, MA
Chase Reardon
Plymouth, MA
Joseph Anderson
Plymouth, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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